FEDERAL EMPLOYEE EDUCATION AND ASSISTANCE FUND (EIN 521465583) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

TODD WELLS

Phone

2025540007

Tax Period

2024-05-01 to 2025-04-30

FEDERAL EMPLOYEE EDUCATION & ASSISTANCE FUND, founded in 1986, is a community nonprofit in the Human Services sector that reported $3.2M in total revenue in fiscal year 2018. Revenue surged 192% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 56% operating margin.

Mission

EDUCATIONAL AND EMERGENCY FINANCIAL ASSISTANCE TO FEDERAL EMPLOYEES AND THEIR FAMILIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $567,292

Program Service Revenue $278,027

Investment Income $206,985

Other Revenue $885

TOTAL REVENUE $1,053,189

Expense Breakdown

Grants Paid $336,428

Salaries & Benefits $507,739

Fundraising Expenses $63,187

Program Expenses $908,662

Other Expenses $212,970

TOTAL EXPENSES $1,057,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,053,189	$1,039,847	+0.0%
Expenses	$1,057,137	$889,598	+0.2%
Net Income	$-3,948	$150,249	-1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

500

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$210,649

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD WELLS	PRESIDENT	2.00	Officer Director	$0	$0	$0
CORY BYTHROW	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE CLIFTON	TREASURER (FROM MAR 2025)	2.00	Director	$0	$0	$0
MAXANNE WITKIN	SECRETARY (FROM SEPT 2024)	2.00	Director	$0	$0	$0
JASON BRIEFEL	DIRECTOR	1.00	Director	$0	$0	$0
DOREEN GREENWALD	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SHACKELFORD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT TOBIAS	DIRECTOR	1.00	Director	$0	$0	$0
KELLY REYES	DIRECTOR	1.00	Director	$0	$0	$0
MAXIMO ALONZO	DIRECTOR (FROM SEPT 2024)	1.00	Director	$0	$0	$0
DAVID GROVES	DIRECTOR (FROM MAR 2025)	1.00	Director	$0	$0	$0
DAVE STAMEY	TREASURER (THRU JUL 2024)	2.00	Officer Director	$0	$0	$0
JERRY NELSON	SECRETARY (THRU MAR 2025)	2.00	Officer Director	$0	$0	$0
SHIRLEY JONES	DIRECTOR (THRU MAR 2025)	1.00	Director	$0	$0	$0
ROBYN KEHOE	EXECUTIVE DIRECTOR	40.00	Officer	$185,000	$25,649	$210,649
ALYSSA BELSKIS	DEPUTY DIRECTOR	40.00	Highest	$107,338	$14,480	$121,818

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,053,189	$1,057,137	$6,508,964	$-3,948
2024	$1,039,847	$889,598	$5,969,779	$150,249
2023	$1,289,796	$1,154,384	$5,431,767	$135,412
2022	$1,167,272	$1,147,146	$5,232,748	$20,126
2021	$1,176,000	$1,303,018	$5,565,108	$-127,018
2020	$1,280,438	$1,052,598	$5,204,782	$227,840
2019	$3,211,173	$1,424,456	$4,979,773	$1,786,717

FEDERAL EMPLOYEE EDUCATION AND ASSISTANCE FUND